Choose what appears on payslips
Select a payslip composition preset, adjust optional details, and preview the PDF before saving.
Choose a starting preset3 sections
Use Documents → Settings → Payslip composition to choose the employee, tax, and payment details included on future payslips for the active organisation. These choices control presentation; they do not change payroll calculations or payment records. Optional details remain hidden when there is no supporting data.
Choose a starting preset
| Preset | Enabled initially | Hidden initially |
|---|---|---|
| Standard | Payment instructions, department, position, tax identifier | Transaction codes, PAYE breakdown, employer contributions, payment status, payment reconciliation details |
| Detailed | All nine options | None, subject to available data |
A preset fills in the switches. You can then change any switch before saving; the saved switches determine the actual content. Selecting a preset again replaces the current switch choices with that preset’s defaults.
Understand the switches
| Group | Option | What it adds |
|---|---|---|
| Pay and tax details | Transaction codes | The payroll code beside earnings or deductions. |
| Pay and tax details | PAYE breakdown | PAYE components already included in total deductions. These are explanatory detail, not additional deductions. |
| Pay and tax details | Employer contributions | Employer-paid contributions where present. |
| Pay and tax details | Tax identifier | The employee’s tax identifier. |
| Payment details | Payment instructions | Payment methods, masked destinations, shares, and allocated amounts. |
| Payment details | Payment status | Payment state where recorded. |
| Payment details | Payment reconciliation details | Source balances, funding, and exchange-rate evidence. |
| Employee details | Department | The assigned department where available. |
| Employee details | Position | The assigned position where available. |
Preview and save
- Check the organisation and choose content
Open Document Settings, confirm the active organisation, and find Payslip composition. Choose Standard or Detailed, then adjust the individual switches to suit the intended employee document.
- Inspect the sample PDF
Select Preview PDF. The sample uses the current unsaved branding and composition choices. Review readability, optional sections, masked payment destinations, and how payment amounts are presented. A sample preview does not establish an employee’s actual payment or payroll result.
- Save and generate an employee payslip
Select Save settings, then generate payslips for the intended finalised run. Inspect a real employee PDF before distributing it. Existing generated PDFs retain their original content; regenerate when the changed composition must appear.
Expected result: A newly generated payslip reflects the saved content choices and available employee data.